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First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fund logo
Market Cap: Lowest
Employees: Not Available

First Trust Specialty Finance and Financial Opportunities Fund

The First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund that invests in the public equity markets of the United States, focusing on specialty finance and other financial sectors. Managed by First Trust Advisors L.P. and co-managed by Confluence Investment Management LLC, it aims to invest in value stocks, Business Development Companies, REITs, and mortgage-related securities.

Tags: BDCs, REITs, closed-ended mutual fund, equity markets, specialty finance, value stocks

Symbol: FGB

Recent Price: $4.26

Industry: Asset Management

CEO: James M. Dykas

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Valuence Merger Corp. I

Valuence Merger Corp. I logo
Market Cap: Low
Employees: Lowest

N/A

Valuence Merger Corp. I focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. It intends to identify, acquire, and operate a business in Asia with a focus on opportunities aligned with breakthrough technology in life sciences and sustainability technology themes. The company was incorporated in 2021 and is based in Orinda, California.

No tags available.

Symbol: VMCA

Recent Price: $11.52

Industry: Shell Companies

CEO: Mr. Sung Yoon Woo

Sector: Financial Services

Employees: 4

Address: 4 Orinda Way, Orinda, CA 94563

Phone: 415 340 0222

Last updated: 2024-12-31

Enterprise Bancorp, Inc.

Enterprise Bancorp, Inc. logo
Market Cap: Medium
Employees: Medium

Enterprise Bank and Trust Company

Enterprise Bancorp, Inc. operates as the holding company for Enterprise Bank and Trust Company, offering a range of commercial banking products and services including loans, deposit products, and wealth management services across 26 full-service branches.

Tags: commercial banking, financial services, loans, wealth management

Symbol: EBTC

Recent Price: $39.65

Industry: Banks - Regional

CEO: Mr. Steven R. Larochelle

Sector: Financial Services

Employees: 570

Address: 222 Merrimack Street, Lowell, MA 01852

Phone: 978 459 9000

Last updated: 2024-12-31

Fidus Investment Corporation

Fidus Investment Corporation logo
Market Cap: Medium
Employees: Not Available

Business Development

Fidus Investment Corporation is a business development company specializing in leveraged buyouts, refinancings, and growth capital across various sectors including aerospace, consumer products, and healthcare.

Tags: business development, growth capital, investment, leveraged buyouts, lower middle market, mezzanine

Symbol: FDUS

Recent Price: $20.91

Industry: Asset Management

CEO: Mr. Edward H. Ross

Sector: Financial Services

Employees: N/A

Address: 1603 Orrington Avenue, Evanston, IL 60201

Phone: 847-859-3940

Last updated: 2024-12-31

Horizon Technology Finance Corporation

Horizon Technology Finance Corporation logo
Market Cap: Medium
Employees: Lowest

N/A

Horizon Technology Finance Corporation is a business development company specializing in lending and and investing in development-stage investments. It focuses on making secured debt and venture lending investments to venture capital backed companies in the technology, life science, healthcare information and services, and cleantech industries. It seeks to invest in companies in the United States.

No tags available.

Symbol: HRZN

Recent Price: $9.59

Industry: Asset Management

CEO: Mr. Robert D. Pomeroy Jr.

Sector: Financial Services

Employees: 0

Address: 312 Farmington Avenue, Farmington, CT 06032

Phone: 860 676 8654

Last updated: 2024-11-08

Firsthand Technology Value Fund, Inc.

Firsthand Technology Value Fund, Inc. logo
Market Cap: Lowest
Employees: Not Available

N/A

Firsthand Technology Value Fund, Inc. is a business development company specializes in venture capital investments in start-up, early stage, middle stage, late stage, early development stage, and PIPEs. It seeks to invest in pre-IPO companies. The fund also seeks to make investments in companies with operating histories that are unprofitable or marginally profitable, that have negative net worth, or that are involved in bankruptcy or reorganization proceedings. In addition, it also makes investments in connection with the acquisition or divestiture of companies or divisions of companies. The fund seeks to invest through direct investments in private companies, negotiations with selling shareholders, and in organized secondary marketplaces for private securities. It may also invest in micro-cap publicly traded companies and also make investments in securities of public companies. The fund seeks to invest in private technology, information technology, cleantech sector, and companies that possess patents and other defensible intellectual property rights with a focus on Internet, consumer electronics, computer hardware, computer software, social networking, computer peripherals, solar photovoltaic, energy efficiency, solid-state lighting, water purification, wind-generated electricity, fuel cells, bio-fuels, electronic components, semiconductors, telecommunications, and advanced materials. Cleantech companies include those engaged in the sale of goods and services designed to harness renewable energy and materials, eliminate emissions and waste, and reduce the use of natural resources. It invests primarily in equity securities of private companies in the United States. However the fund also invests in securities of public companies located outside of the United States. It seeks to invest between $1 million and $10 million each in its investee companies. The fund structures its equity investments as preferred stock, common stock, warrants, limited partnership interests, options, other beneficial ownership interests, convertible debt, short term debt investments, high-yield bonds, and distressed debt. It prefers to control, be represented on, or have observer rights on the board of directors of a portfolio company. The fund seeks to exit its investments through strategic acquisition by other industry participants, initial public offering of common stock, or other capital market transaction.

No tags available.

Symbol: SVVC

Recent Price: $0.06

Industry: Asset Management

CEO: Mr. Kevin Michael Landis

Sector: Financial Services

Employees: N/A

Address: 150 Almaden Boulevard, San Jose, CA 95113

Phone: 408 886 7096

Last updated: 2024-12-31

Trailblazer Merger Corporation I

Trailblazer Merger Corporation I logo
Market Cap: Low
Employees: Not Available

N/A

Trailblazer Merger Corporation I does not have significant operations. It intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2021 and is based in New York, New York.

No tags available.

Symbol: TBMC

Recent Price: $11.11

Industry: Shell Companies

CEO: Mr. Arie Rabinowitz

Sector: Financial Services

Employees: N/A

Address: 510 Madison Avenue, New York, NY 10022

Phone: 212 586 8224

Last updated: 2024-12-31

Univest Financial Corporation

Univest Financial Corporation logo
Market Cap: Medium
Employees: Medium

N/A

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

No tags available.

Symbol: UVSP

Recent Price: $29.62

Industry: Banks - Regional

CEO: Mr. Jeffrey M. Schweitzer CPA

Sector: Financial Services

Employees: 920

Address: 14 North Main Street, Souderton, PA 18964

Phone: 215 721 2400

Last updated: 2024-12-31

Western Acquisition Ventures Corp.

Western Acquisition Ventures Corp. logo
Market Cap: Lowest
Employees: Lowest

N/A

Western Acquisition Ventures Corp. does not have significant operations. The company intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more target businesses. It focuses on businesses operating in the infrastructure and environmental services; health, wellness, and food sustainability; financial technology and financial services; enterprise software and SaaS; and leisure and hospitality industries. The company was incorporated in 2021 and is based in New York, New York.

No tags available.

Symbol: WAVS

Recent Price: $10.88

Industry: Shell Companies

CEO: Mr. James Patrick McCormick CPA

Sector: Financial Services

Employees: 2

Address: 42 Broadway, New York, NY 10004

Phone: 310 740 0710

Last updated: 2024-12-31

Athena Technology Acquisition Corp. II

Athena Technology Acquisition Corp. II logo
Market Cap: Low
Employees: Lowest

N/A

Athena Technology Acquisition Corp. II is a company focused on identifying and merging with businesses in the fintech, enterprise, deep tech, and health-tech industries. Incorporated in 2021 and based in New York, the company aims to support mission-driven companies through strategic business combinations.

Tags: SPAC, business combination, deep tech, enterprise, fintech, health-tech, merger

Symbol: ATEK

Recent Price: $1.00

Industry: Shell Companies

CEO: Ms. Isabelle D. Freidheim

Sector: Financial Services

Employees: 3

Address: 442 5th Avenue, New York, NY 10018

Phone: 970 925 1572

Last updated: 2024-12-31

Hercules Capital, Inc.

Hercules Capital, Inc. logo
Market Cap: High
Employees: Low

Venture Debt Financing

Hercules Capital, Inc. is a business development company specializing in venture debt and growth capital for a broad range of privately held and public companies.

Tags: business development, financing solutions, growth capital, venture debt

Symbol: HCXY

Recent Price: $25.05

Industry: Asset Management

CEO: None

Sector: Financial Services

Employees: 100

Address: 400 Hamilton Avenue Suite 310Palo Alto, 94301United States, San Mateo, null null

Phone: 650 289 3060

Last updated: 2024-12-31

Hercules Capital, Inc.

Hercules Capital, Inc. logo
Market Cap: High
Employees: Low

venture debt and growth capital

Hercules Capital, Inc. specializes in providing venture debt and growth capital to venture capital-backed companies at various stages of development, including startups and established-stage companies. The firm offers a range of financing solutions tailored to support different growth needs.

Tags: business development, capital extension, financing solutions, growth capital, venture debt

Symbol: HTGC

Recent Price: $20.02

Industry: Asset Management

CEO: Mr. Scott Bluestein

Sector: Financial Services

Employees: 100

Address: 400 Hamilton Avenue, Palo Alto, CA 94301

Phone: 650 289 3060

Last updated: 2024-12-31

Everest Consolidator Acquisition Corporation

Everest Consolidator Acquisition Corporation logo
Market Cap: Low
Employees: Lowest

Unifund Financial Technologies

Everest Consolidator Acquisition Corporation is based in Newport Beach, California, and aims to acquire businesses in the wealth management industry through various forms of business combinations.

Tags: acquisition, business combination, innovation, operational expertise, wealth management

Symbol: MNTN

Recent Price: $11.00

Industry: Shell Companies

CEO: Mr. Adam Dooley

Sector: Financial Services

Employees: 2

Address: 4041 MacArthur Boulevard, Newport Beach, CA 92660

Phone: 949 610 0835

Last updated: 2024-12-31

ShoulderUp Technology Acquisition Corp.

ShoulderUp Technology Acquisition Corp. logo
Market Cap: Low
Employees: Not Available

N/A

ShoulderUp Technology Acquisition Corp. does not have significant operations. It focuses on effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or related business combination with one or more businesses. The company was incorporated in 2021 and is based in Kennesaw, Georgia.

No tags available.

Symbol: SUAC

Recent Price: $10.80

Industry: Shell Companies

CEO: Ms. Phyllis W. Newhouse

Sector: Financial Services

Employees: N/A

Address: 125 Townpark Drive, Kennesaw, GA 30144

Phone: 970-924-0446

Last updated: 2024-12-31

Performant Financial Corporation

Performant Financial Corporation logo
Market Cap: Low
Employees: Medium

Performant Insight

Performant Financial Corporation provides technology-enabled audit, recovery, outsource customer, and related analytics services in the United States focusing on student loans, tax recovery, healthcare payment audits, and proactive recovery services.

Tags: analytics, audit, customer outsourcing, healthcare, recovery, student loans, tax recovery

Symbol: PFMT

Recent Price: $3.56

Industry: Specialty Business Services

CEO: Mr. Simeon M. Kohl

Sector: Industrials

Employees: 958

Address: 333 North Canyons Parkway, Livermore, CA 94551

Phone: 925 960 4800

Last updated: 2024-12-31

Uniti Group Inc.

Uniti Group Inc. logo
Market Cap: High
Employees: Medium

One View™ Customer Portal

Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure, providing wireless infrastructure solutions across the United States.

Tags: Communications Infrastructure, Fiber Network, Real Estate Investment Trust, Telecommunications, Wireless Solutions

Symbol: UNIT

Recent Price: $5.36

Industry: REIT - Specialty

CEO: Mr. Kenneth A. Gunderman

Sector: Real Estate

Employees: 813

Address: Benton Building, Little Rock, AR 72211

Phone: 501-850-0820

Last updated: 2024-12-31

EverCommerce Inc.

EverCommerce Inc. logo
Market Cap: High
Employees: High

Ever Pro, Ever Health, Ever Well

Ever Commerce Inc. provides integrated software-as-a-service solutions for service-based small and medium-sized businesses, offering business management software, billing and payment solutions, customer engagement applications, and marketing technology solutions across various industries.

Tags: Billing Solutions, Business Management, Customer Engagement, Fitness Services, Health Services, Home Services, Marketing Technology, Payment Solutions, Software-as-a-Service

Symbol: EVCM

Recent Price: $11.02

Industry: Software - Infrastructure

CEO: Mr. Eric Remer

Sector: Technology

Employees: 2100

Address: 3601 Walnut Street, Denver, CO 80205

Phone: 720 647 4948

Leadership

  • Eric Remer, Founder / CEO / CHAIRMAN OF THE BOARD OF Directors
  • Matt Feierstein, President
  • Ryan Siurek, CFO
  • Lisa Storey, CLO
  • Evan Berlin, COO
  • Kayla O'Rourke, CPO
  • Ellora Sengupta, CIO
  • Mary Haddock-Staniland, Global SVP of DEIB

Last updated: 2024-12-31

EVERTEC, Inc.

EVERTEC, Inc. logo
Market Cap: High
Employees: High

Transaction Processing Services

EVERTEC, Inc. provides transaction processing services, including payment processing, merchant acquiring, and business solutions across Latin America and the Caribbean.

Tags: business solutions, merchant acquiring, payment services, transaction processing

Symbol: EVTC

Recent Price: $34.32

Industry: Software - Infrastructure

CEO: Mr. Morgan M. Schuessler Jr.

Sector: Technology

Employees: 5000

Address: Cupey Center Building, San Juan, PR 00926

Phone: 787 759 9999

Last updated: 2024-12-31

Enfusion, Inc.

Enfusion, Inc. logo
Market Cap: Medium
Employees: Medium

Enfusion analytics system

Enfusion, Inc. provides software-as-a-service solutions for the investment management industry, including real-time portfolio and accounting management systems for CIOs, portfolio managers, and financial officers.

Tags: accounting, investment management, portfolio management, software-as-a-service, trading

Symbol: ENFN

Recent Price: $10.47

Industry: Software - Application

CEO: Mr. Oleg Movchan

Sector: Technology

Employees: 1102

Address: 125 South Clark Street, Chicago, IL 60603

Phone: 312 253 9800

Last updated: 2024-12-31

Focus Impact Acquisition Corp.

Focus Impact Acquisition Corp. logo
Market Cap: Lowest
Employees: Lowest

N/A

Focus Impact Acquisition Corp. is a New York-based private investment firm focused on socially forward companies. The firm aims to amplify social impact and generate profits through mergers and acquisitions in sectors like education technology, technology-enabled manufacturing and services, and financial and healthcare technology. Founded in 2021, it leverages strategic leadership and capital to accelerate business growth.

Tags: acquisitions, education, healthcare, investment, mergers, social impact, technology

Symbol: FIAC

Recent Price: $8.88

Industry: Shell Companies

CEO: Mr. Carl M. Stanton CPA

Sector: Financial Services

Employees: 2

Address: 250 Park Avenue, New York, NY 10177

Phone: 212 213 0243

Last updated: 2024-12-31